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CIK: 0001535128
Total reported value
$3.0B
$3.0B
308 檔
48.9%
At the close of Q4 2025, SBI Okasan Asset Management Co.Ltd. disclosed equity holdings valued at approximately $3.0B, spread across 308 reported holdings.
During Q4 2025, SBI Okasan Asset Management Co.Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 39.40% | -8.36% | — | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 35.84% | -7.44% | — | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.01% | -2.02% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | -0.03% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | -0.05% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.06% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 0.46% | — | — | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.04% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.01% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -0.03% | — | |
| 11 | QCOM | Qualcomm Inc | Stock-Tech | 0.27% | +0.04% | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.27% | +0.02% | — | |
| 13 | TEL | TE Connectivity plc | Stock-Tech | 0.26% | -0.05% | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | -0.12% | EXIT | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.04% | — | |
| 16 | ADI | Analog Devices Inc | Stock-Tech | 0.24% | +0.04% | — | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 0.24% | -0.02% | — | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 0.24% | -0.02% | — | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 0.22% | +0.16% | — | |
| 20 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.22% | +0.02% | — | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.21% | +0.23% | NEW | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.21% | — | — | |
| 23 | GM | General Motors Co | Stock-Consumer Disc | 0.20% | -0.03% | — | |
| 24 | INSM | Insmed Inc | Stock-Healthcare | 0.20% | -0.06% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | — | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.17% | +0.04% | — | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.16% | +0.04% | — | |
| 28 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.16% | -0.01% | — | |
| 29 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.15% | +0.01% | — | |
| 30 | ON | On Semiconductor | Stock-Tech | 0.15% | +0.02% | — | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.15% | +0.01% | — | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.14% | — | — | |
| 33 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.14% | +0.01% | — | |
| 34 | INTU | Intuit Inc | Stock-Tech | 0.14% | -0.04% | — | |
| 35 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.13% | — | — | |
| 36 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.12% | -0.03% | — | |
| 37 | PEN | Penumbra Inc | Stock-Healthcare | 0.12% | -0.02% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.05% | — | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.11% | -0.03% | — | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.10% | — | — | |
| 41 | NTRA | Natera Inc | Stock-Healthcare | 0.10% | +0.01% | — | |
| 42 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.10% | -0.03% | — | |
| 43 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.10% | +0.05% | — | |
| 44 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.10% | +0.04% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.01% | — | |
| 46 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.10% | — | — | |
| 47 | MGA | Magna International Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 48 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.10% | -0.03% | — | |
| 49 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.10% | -0.02% | — | |
| 50 | DXCM | Dexcom Inc | Stock-Healthcare | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, SBI Okasan Asset Management Co.Ltd. reported a total U.S. public equity portfolio value of $3.0B across 308 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, EMB, VWO) accounted for 48.9% of total reported equity market value during Q4 2025.
During Q4 2025, SBI Okasan Asset Management Co.Ltd.'s top holdings by market value included VTI (39.4%)、EMB (35.8%)、VWO (5.0%). The largest single position, VTI, represented 39.4% of total portfolio value.
In Q4 2025, SBI Okasan Asset Management Co.Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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